Sales And Service Associate Resume
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SUMMARY:
Skilled sales and service representative with background in life insurance, annuity, and brokerage sales, mutual fund operations, customer service for retail and institutional clients with exceptional interpersonal, analytical and problem solving skills.
EXPERIENCE:
SALES AND SERVICE ASSOCIATE
Confidential
SALES ASSOCIATE
Confidential
SMALL BUSINESS SPECIALIST
Confidential
FINANCIAL ADVISOR
Confidential
Responsibilities:
- Assistant manager of major credit card provider cycle
- Manager of medical collections agency
- Annuity, Life, Health insurance sales experience, along with ETF, Stocks, Bonds and mutual funds
- Bank products for business and retail customers
- Retail and Institutional customers for financial products
- Retail customers for service provider via call center operation
- NSCC Operations Team Member responsible for trade reconciliation, trade correction, transfer agent contact, reporting,
- Sales Support Representative responsible for production of sales materials, reporting, audit.
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